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Mercer Advisors

A family office for your family.

Senior Manager, Client Data Permissions – Privacy Governance

Data ScientistData ScientistFull TimeRemoteSeniorTeam 501-1,000Since 1985H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

20 hours ago

Salary

$110.5K - $130K / year

Seniority

Senior

Bachelor DegreeEnglish

Job Description

Senior Manager, Client Data Permissions – Privacy Governance

Mercer Advisors

• Own the Permissions & Privacy Framework – Serve as the single business owner of client data permissions and governance, defining role-based access principles and clear decision rights. Evolve the framework as appropriate • Operationalize Access & Policy Management – influence the design and manage workflows for access provisioning, deprovisioning, temporary access, advisor transitions, and confidential client handling • Govern Ongoing Permission Decisions – Act as the central project manager for complex access requests. Maintain clear policy guidance for recurring scenarios. • Build Audit, Monitoring & Risk Controls – Establish audit processes, reporting, and monitoring to ensure consistency and detect inappropriate access • Drive Cross-System Alignment – Partner with Product and Technology teams to standardize permissions across all platforms and products • Enable the Organization – Partner to create training, guidance, and FAQs to ensure employees understand access policies and processes.

Job Requirements

  • Strong working knowledge of role-based access controls, data privacy principles, and access management practices in a regulated or highly controlled environment.
  • Ability to convert business needs, risk considerations, and policy requirements into clear access rules and decision criteria.
  • Strong analytical skills to investigate complex permission scenarios, assess risk, and recommend practical solutions.
  • Demonstrated project management and process design skills, including the ability to organize ambiguous work and drive cross-functional follow-through.
  • Excellent judgment, discretion, and comfort handling confidential or sensitive client and employee information.
  • Outstanding written and verbal communication skills, including the ability to create policy guidance, FAQs, and executive-ready updates.
  • Strong relationship-management skills with the ability to influence Product, Technology, Compliance, Legal, Operations, and business stakeholders.
  • High attention to detail and ability to manage multiple complex requests, escalations, and improvement efforts simultaneously.
  • Proficiency with Microsoft Word, Excel, PowerPoint, Teams, SharePoint, and workflow/reporting tools.
  • Experience with data governance, privacy operations, risk management, compliance, wealth management operations, or financial services preferred.
  • Experience supporting system-access design, access request workflows, audit/remediation routines, or enterprise transformation initiatives preferred.
  • Familiarity with CRM, portfolio management, or client data platforms used in a wealth management environment is a plus.

Benefits

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
  • Two comprehensive Dental Plans
  • Vision Insurance Plan
  • Dependent Care Savings Account for child and dependent care.
  • 14 Company Paid Holidays including a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (8 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
  • Pet Insurance
  • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

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